Mark has been advising families, trustees, and their advisers with wealth management & financial planning matters for over 20 years. He is a Fellow of the Personal Finance Society (FPFS), a Certified Financial Planner (CFP) and is also a member of the Chartered Institute for Securities and Investment (MCSI).

Mark is Married to Kerrie and they have two teenage children approaching GCSEs and A-Levels, so much of their spare time is spent picking up and dropping off to various activities and clubs. When time allows, Mark enjoys golf, running and gardening.